SWM
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Shelton Wealth Management’s Hudbay HBM Stock Holding History

Shelton Wealth Management’s Portfolio HBM Stock Details HBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,783
Closed -$130K – 70
2023
Q1 		$130K Buy
+24,783
New +$130K 0.11% 66

Other funds holding HBM

GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
WGRM
Waterton Global Resource Management Toronto, Ontario, Canada $64.9M AUM 17.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shelton Wealth Management's HBM Position: Q2 2023 in Review

Shelton Wealth Management sold out of Hudbay (HBM) in Q2 2023, closing a stake of 24,783 shares — an estimated $130K sold.

Shelton Wealth Management first reported a position in HBM in Q1 2023 and held it in 1 quarter. The position peaked at $130K in Q1 2023. 172 funds tracked by Wall St. Rank hold HBM as of Q2 2023.

  • Shelton Wealth Management reported no remaining Hudbay position as of Q2 2023 after selling out during the quarter.
  • Shelton Wealth Management sold 24,783 Hudbay shares in Q2 2023, an estimated $130K.
  • Shelton Wealth Management first reported a position in Hudbay in Q1 2023 and held it in 1 quarter.
  • Shelton Wealth Management's Hudbay position peaked at $130K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Hudbay as of Q2 2023.

Based on Shelton Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.